Andrew Newell is a CFP® and holds a Series 65 license, with four years of experience in financial advising. He has worked at Mariner Wealth Advisors since 2022 and previously spent one year at Western International Securities, Inc. Prior to his financial career, he served ten years with the South Australia Police. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement plan consulting, and access to various investment vehicles. The firm offers integrated tax services and family office capabilities alongside discretionary, customized portfolio management supported by in-house research and third-party managers.

Juan Viveros is a financial advisor at Voya Financial Advisors, Inc. with three years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Voya, he worked at Planmember Securities Corporation and has experience in education and food service sectors. Voya Financial Advisors serves a broad mix of individual and institutional clients, providing financial planning, portfolio management, and retirement plan consulting. The firm offers multiple program structures, including wrap programs and third-party money manager access, and operates with a preference for non-discretionary, recommendation-based client relationships.

Andrea Chases is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Her background includes long-term roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of advisory work, she provides bookkeeping services through a temporary contract arrangement. Park Avenue Securities LLC serves a wide range of clients, including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement and business consulting, utilizing a mix of proprietary and third-party investment strategies across various account types.

James Chackel is a financial advisor at Empower Advisory Group with a Series 66 designation. He has been with Empower Advisory Group since 2026 and has previous experience at Empower Financial Services and American Senior Benefits. Outside of finance, he worked for several years at Santino's Pizza. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm’s services are closely integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing in their planning approach.

Alexander Lyskin Jr. is a CFP® professional with 34 years of industry experience, currently serving at Commonwealth Financial Network since 2016. His prior experience includes nearly 16 years with Transamerica Financial Advisors. Lyskin also owns Lyskin Financial Advisory, Inc., a private entity involved in securities, investment advisory, and insurance business operations. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors. The firm offers a broad range of managed-account programs, access to third-party asset managers, and a comprehensive adviser-support platform covering trading, reporting, and custody services.

John Manocchio is a CFP® with over 31 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and has held previous roles at Pacific Crest Wealth Planning and various insurance carriers. Outside of advising, he provides tax preparation services through his own practice in Camarillo, CA. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers managed account programs, access to third-party asset managers, retirement consulting, and custody services, utilizing both internally managed portfolios and outsourced solutions.

Marilyn Germann is a financial advisor with Planmember Securities Corporation and holds a Series 63 designation. She has 27 years of industry experience and has worked with firms including Easilamente, Legacy Financial Group, Aflac, and Irm Distributors, Inc. Outside of her advisory duties, she assists in the sales of t-shirts and water polo rules booklets at Easilamente. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation process to manage risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

John Distad Jr. is a financial advisor at D.A. Davidson & Co. with 51 years of industry experience. He holds Series 63 and Series 65 credentials and has been with D.A. Davidson since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm emphasizes fiduciary standards under the Advisers Act and ERISA, offering services such as retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Rebecca Albert is a financial advisor with Primerica Advisors and holds a Series 66 designation. She has seven years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance. Outside of her advisory work, she serves as an administrative assistant to the ACO at Pacific Advisors. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a mix of proprietary and third-party investment strategies across various account types.

John Jacobson is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets Inc. serves individual and institutional clients across a range of wealth segments, offering diverse investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies using internal standards and oversight committees and operates at a large institutional scale with specialized market roles such as swap dealing and futures commission merchant services.

Davin Carey is a financial advisor with Cetera Planning Partners, holding Series 63 and Series 65 credentials and 18 years of industry experience. His career includes roles at Avantax Planning Partners and several affiliated entities, as well as at Carey & Hanna CPAs. Carey serves on the boards of a non-profit housing corporation and Chabad, where he advises on real estate and business matters, and participates on the Thousand Oaks Investment Review Committee. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, financial planning, Social Security optimization, and retirement advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, utilizing a diversified investment approach integrated within the broader Cetera network.

Michael Snowden Jr. is a Series 66 licensed advisor with 16 years of industry experience, currently serving at Mariner Wealth Advisors since 2021. Prior to joining Mariner, he worked for Lang Advisors, LLC, doing business as Channel Islands Financial Group, for seven years. He is also a member of the Channel Islands Group holding company. Mariner Wealth Advisors serves a broad range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized, discretionary portfolios managed by an internal team and Investment Committee, integrating in-house research with third-party managers and supports integrated tax and accounting services alongside traditional portfolio management.

Heber Lares is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. He is based in Ventura, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments with a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies using internal standards and oversight committees, and operates with distinctive market roles including swap dealing and futures commission merchant activities.

Jeffrey Wiseman is a financial advisor at Cresset Asset Management, LLC with 20 years of industry experience. He holds the Series 63 designation and has been with Cresset since 2023, following nine years as a self-employed advisor. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base that includes individuals, high-net-worth families, trusts, estates, retirement plans, charitable organizations, and corporations. The firm focuses on diversified, asset-allocation-driven portfolio construction tailored to client objectives, employing both active and passive strategies and conducting rigorous due diligence on third-party managers.

Daniel Stryker is an advisor at First Command Advisory Services with Series 63 and Series 65 licenses and no prior industry experience. His background includes service in the United States Navy and roles in the automotive and manufacturing sectors. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, utilizing a centralized investment management team to design and monitor model portfolios.

Howard Kreutzinger is a financial advisor with D.A. Davidson & Co. in Ventura, CA, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been with D.A. Davidson since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm operates under fiduciary standards and offers a range of services such as retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Dustin Dockter is a CFP® with 15 years of industry experience, currently with Private Advisor Group, LLC. He has previously worked at Mariner Independent Advisor Network, Summit Wealth Management Group, Inc., and LPL Financial. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and managed account solutions through a fiduciary-based advisory model that incorporates both discretionary and non-discretionary strategies.

Randall Patrick is a financial advisor with PlanMember Securities Corporation, holding the CFP® designation and Series 63 and 65 licenses. He has 15 years of industry experience and has also been involved in insurance and securities sales through his own ventures, including Mindful Wealth Insurance Solutions and Mindful Wealth Planners, LLC. PlanMember provides retirement-plan advisory services primarily to employers and their plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and offers risk-based mutual fund portfolios ranging from conservative to aggressive, alongside education and support services for plan sponsors and participants.

Francisco Rodriguez is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and has been with affiliated Wells Fargo entities since 2010. Outside of his advisory role, he owns and manages a commercial landscaping business in Oxnard, CA. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is driven by investment policy statements and modern portfolio theory, with a range of financial products including insurance-related vehicles and bank deposit sweep options.

Erin Burke is a financial advisor at Morgan Stanley with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley since 2009, currently working at Morgan Stanley Private Bank, N.A. in Oxnard, California. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by structured discovery and advanced analytical tools.